Items Tagged with 'Estate Planning'


Just the two of us: estate planning for ‘DINK’ couples

February 12, 2016
If you've had the privilege of hanging around a group of excited estate planners, at one point or another the abbreviation “DINK” may have been thrown into the conversation. Read More

Estate or death planning: There’s no better time than now

March 8, 2013
The recent fiscal cliff tax legislation (American Taxpayer Relief Act) made the estate tax exemption and rates permanently part of the tax code. Read More

Reducing risk factors in trusts and estates planning

Ask plenty of questions to get the right answers

October 15, 2012
Planning for your family’s future is one of the most important jobs you have. Unfortunately, the average person doesn’t know all the intricacies and options for trusts and estates planning, which can leave individuals or their families in a vulnerable position. Read More